JHP Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.
JHP Wealth Management reports 124 clients. They include 67 individual clients and 57 high-net-worth individuals. Of its assets, 100.0% ($224M across 396 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 19% |
| High-net-worth individuals | 46% | 81% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 67 | $42.9M | 19.2% | $641K |
| High-net-worth individuals | 57 | $181M | 80.8% | $3.17M |
| Total | 124 | $224M | 100% | $1.81M |
- Clients
- 67
- Regulatory AUM
- $42.9M
- AUM share
- 19.2%
- Avg. per client
- $641K
- Clients
- 57
- Regulatory AUM
- $181M
- AUM share
- 80.8%
- Avg. per client
- $3.17M
Total
- Clients
- 124
- Regulatory AUM
- $224M
- AUM share
- 100%
- Avg. per client
- $1.81M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
JHP Wealth Management charges 0.50%–0.90% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 0.90% |
| $1M–$2M | 0.80% |
| $2M–$3M | 0.70% |
| $3M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
John Holtkamp owns 75% or more of JHP Wealth Management. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of JHP Wealth Management, LLC
John Holtkamp
Control person · since August 2018
JHP Wealth Management’s regulatory assets grew 1.7× from $128M (July 2021) to $224M (February 2026); clients rose from 75 to 124 and employees fell from 2 to 1.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $224M | 124 | 1 | 1 |
| Feb 2025February 2025 | $192M | 113 | 1 | 1 |
| Feb 2024February 2024 | $173M | 111 | 1 | 1 |
| Aug 2023August 2023 | $144M | 107 | 2 | 1 |
| Feb 2022February 2022 | $163M | 97 | 2 | 1 |
| Jul 2021July 2021 | $128M | 75 | 2 | 1 |
Besides its headquarters, JHP Wealth Management has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 6500 S Quebec St, #215, CentennialHQ
Contact and registration details
- Legal name
- JHP Wealth Management, LLC
- Headquarters
- 6500 S Quebec St, #215, Centennial, CO 80111
- Website
- Not reported
- Phone
- 720-580-0597
- @jhpwealth
- SEC file
- 801-119280
- Structure
- Colorado LLC
- Fiscal year end
- December
JHP Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($224M). JHP Wealth Management has custody of $46.8M for 34 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $224M100%
At year end, JHP Wealth Management’s separately managed accounts were mostly in funds (93%). Its reported 13F holdings for the quarter ended 30 June 2026 total $122M across 40 positions; the largest are iShares TR (27.7%), Vanguard Index Fds (18.7%) and Schwab Strategic TR (14.3%).
What the accounts hold
- Stocks3%
- Funds93%
- Bonds1%
- Cash3%
How many clients does JHP Wealth Management have?
JHP Wealth Management has 124 clients and manages $224 million for them, as of February 2026. They include 67 individual clients and 57 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does JHP Wealth Management offer?
JHP Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does JHP Wealth Management charge?
JHP Wealth Management charges 0.50%–0.90% a year for its Investment Management Fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does JHP Wealth Management use?
JHP Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $224M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does JHP Wealth Management have?
JHP Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JHP Wealth Management invest in?
At the end of its last fiscal year, JHP Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JHP Wealth Management?
JHP Wealth Management’s direct owner is John Holtkamp (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does JHP Wealth Management get paid?
JHP Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JHP Wealth Management?
JHP Wealth Management’s main office is at 6500 S Quebec St, #215, Centennial, CO 80111. Its phone number is 720-580-0597.